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Purchase Reports

Purchase Reports

ERPNext provides several built-in reports for purchase and supplier analysis. Run from Reports → Buying.

Purchase Analytics

Purchase Analytics is the headline procurement report — total spending, broken down by your chosen dimension.

Setting What
Range Yearly / Quarterly / Monthly / Weekly
Tree Type Supplier / Supplier Group / Item / Item Group / Project
Period Date range

The output is a pivot table: rows are your chosen tree, columns are time periods, values are totals (Amount, Quantity).

Common uses:

  • "Monthly spend by Supplier Group for the year" → Tree = Supplier Group, Range = Monthly
  • "Top 10 suppliers this quarter" → Tree = Supplier, Range = Quarterly, sort by Amount
  • "Item-by-item annual purchase volume" → Tree = Item, Range = Yearly

Supplier-wise Sales Analytics

Renamed in some versions — shows everything you bought from each supplier with totals, average rates, count of orders.

Pending Purchase Orders

Lists open POs (To Receive, To Bill) past their Schedule Date — alerts you to deliveries that should have arrived.

Column Meaning
Purchase Order The PO name
Supplier Who you ordered from
Schedule Date When goods were expected
Days Overdue How late
Status To Receive / To Bill / etc.

Use weekly: chase suppliers who are late.

Supplier Quotation Comparison

When you've created Requests for Quotation and received Supplier Quotations, this report compares them side-by-side: supplier × item × price, so you can pick the best for each line.

Item-wise Purchase History

Every Purchase Order / Invoice line for a chosen item across the period. Useful for:

  • "What did this item cost over the last year?"
  • "Has the supplier raised prices?"
  • "Which supplier do we use most for this item?"

Purchase Register

A flat list of all Purchase Invoices in the period, with supplier, amount, tax, payment status. Detailed audit view for VAT preparation and reconciliation.

Subcontracting Reports

If you use subcontracting:

  • Subcontracted Item to be Received — outstanding subcontracted items
  • Subcontracted Raw Materials to be Transferred — what materials still need to go to subcontractors

Material Request Reports

If your team uses Material Requests:

  • Items to be Purchased — open MRs that haven't been turned into POs yet
  • Material Request Status — pipeline view

Custom reports

For numbers ERPNext doesn't ship: Report Builder for no-code, or ask Prilk support for a Custom Query Report.

Exporting and scheduling

All reports export to CSV / XLSX / PDF via Menu → Export. Schedule via Set → Auto Email Report:

  • Weekly pending POs to the procurement manager
  • Monthly spending summary to the CFO
  • Quarterly supplier scorecard to the procurement team
Last updated 3 days ago
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